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Compass Wealth Management’s FirstCash FCFS Stock Holding History

Compass Wealth Management’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$12K – 229
2025
Q1 		$12K Hold
100
– – ﹤0.01% 344
2024
Q4 		$10.4K Hold
100
– – ﹤0.01% 343
2024
Q3 		$11.5K Hold
100
– – ﹤0.01% 347
2024
Q2 		$10.5K Hold
100
– – ﹤0.01% 356
2024
Q1 		$12.8K Hold
100
– – ﹤0.01% 341
2023
Q4 		$10.8K Hold
100
– – ﹤0.01% 338
2023
Q3 		$10K Hold
100
– – ﹤0.01% 347
2023
Q2 		$9.33K Hold
100
– – ﹤0.01% 358
2023
Q1 		$9.54K Hold
100
– – ﹤0.01% 361
2022
Q4 		$8.69K Buy
+100
New +$8.86K ﹤0.01% 362

Other funds holding FCFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Compass Wealth Management's FCFS Position: Q2 2025 in Review

Compass Wealth Management sold out of FirstCash (FCFS) in Q2 2025, closing a stake of 100 shares — an estimated $12K sold.

Compass Wealth Management first reported a position in FCFS in Q4 2022 and held it in 10 quarters. The position peaked at $12.8K in Q1 2024. 388 funds tracked by Wall St. Rank hold FCFS as of Q2 2025.

  • Compass Wealth Management reported no remaining FirstCash position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 100 FirstCash shares in Q2 2025, an estimated $12K.
  • Compass Wealth Management first reported a position in FirstCash in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's FirstCash position peaked at $12.8K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held FirstCash as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.